Super Stonk Bros

Macro 108 (aka Joe Kim ) and Steve Palley discuss mobile esports tournament and prize pool platform: Skillz

The company has recently been getting picked up by ARK Invest funds. What do we think about the stock?

GUEST HOST:

- Matthew Kanterman is Equity Research Analyst at Bloomberg Intelligence and unlike us is an industry pro!

HOST INFO:

- Joe Kim is CEO of LILA Games. Formerly SVP Games at NBCUniversal, Chief Product Officer at SEGA, Studio Lead at FunPlus where he launched the #1 top grossing F2P mobile game King of Avalon

- Steve Palley is Product Owner at Pixelberry Studios. Formerly Co-founder of two companies ApplyMap and SlidetoPlay, Chief Editor for Mobile Games at GameSpot, and phD in Political Science from UCLA.

Macro 108 (aka Joe Kim ) and Steve Palley discuss investment, economy, and politics.

NEWS LINKS:

#2. Jamie Dimon’s Bond Warning Isn’t Like Ray Dalio’s

#3. How the Biden capital gains tax proposal would hit the wealthy

#4. Apple's Privacy Ad Armageddon Helps Familiar Tech Giants

HOST INFO:

   - Joe Kim is CEO of LILA Games. Formerly SVP Games at NBCUniversal, Chief Product Officer at SEGA, Studio Lead at FunPlus where he launched the #1 top grossing F2P mobile game King of Avalon

   - Steve Palley is Product Owner at Pixelberry Studios. Formerly Co-founder of two companies ApplyMap and SlidetoPlay, Chief Editor for Mobile Games at GameSpot, and phD in Political Science from UCLA.   

Macro 108 (aka Joe Kim) and Steve Palley discuss the Applovin IPO. We take a look at the S1 and provide our insights having worked in the gaming industry and having unique perspective on Applovin's prospects.

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Macro 108 (aka Joe Kim) and Steve Palley discuss inflation. Breakdown drivers/inhibitors and talk about investment implications. 

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Macro 108 (aka Joe Kim) and Steve Palley discuss the history, valuation drivers, expert opinions, and future outlook/price target for Bitcoin.

We end with a bull case for a Teslacoin. Come on Elon, let's go!

LINKS:

#1. Ray Dalio on The Long Term Debt Cycle

#2. Bitcoin and Tether Medium Article: The Bit Short: Inside Crypto’s Doomsday Machine

#3. Super Stonk Bros on YouTube

Macro 108 (aka Joe Kim) and Steve Palley discuss the bull case including ARK's $3K stock price call and Macro 108's $10T thesis for Tesla.

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Welcome back!

Joe Kim and Steve Palley discuss how us lowly retail investors should build an overall investment strategy to beat the system.

See JK's system and way of thinking. Hear about Steve's background in investing. And, as always, let us know what you think!

Join your hosts Joe Kim and Steve Palley - the Super Stonk Bros - who are sharing lessons learned and learning all the time about how to build wealth for their families through investing in stocks.

We discuss why we started this podcast and why the investment environment today in 2021 and moving to the future is likely different from the past.